See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,939 | $209,411-63.7% | $178,490-57.5% | $158,922-52.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.19% | 188.75%-173.6pp | 151.07%-135.9pp | 302.83%-287.6pp |
| Employer contribution / active EE | $8,787 | $5,706+54.0% | $5,011+75.4% | $4,761+84.6% |
| Participant deferral / active EE | $5,795 | $5,954-2.7% | $5,202+11.4% | $5,982-3.1% |
| Admin fee / account holder | $17,609 | $17,074+3.1% | $13,984+25.9% | $11,246+56.6% |